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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-19 |
Branch Locations
Cwm Retail, Sales 9059 W. Sunset Boulevard, West Hollywood, CA 90069 • United States
Citi Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Simi Valley | CA | 10/2013 | 06/2022 |
| Wells Fargo Advisors Llc | Pacific Palisades | CA | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Simi Valley | CA | 11/2016 | 06/2022 |
| Citigroup | West Hollywood | CA | 06/2022 | Present |
LDRG LLC Business is not investment related 15250 Ventura Blvd Ste 1012 Sherman oaks ca 91403 Staffing agency Silent Investor 11/2021. 0 hours devoted to the business 0 hours during securities trading hours. Just an investor, no duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-10 |
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